Request for Proposal - Vendor Response Template

Technology Group InternationalRequest for Proposal (RFP) - Supplier Response

Copyright 2004-2008 Technology Group Intertnational, Ltd.All Rights Reserved

www.tgiltd.com

http://www.tgiltd.com/

Copyright 2004-2008 Technology Group InternationalAll Rights Reserved

document.xls - Section 7.1.a-gwww.tgiltd.com

Company Information

Company Name: Joe Software Corporation

Address: 1234 Jones Lane

Suite 102

Toledo, OH 43604

Year Company Founded 1850

Authorized Contact: Joe Smith

Phone: (419) 123-4567 x 123

FAX: (419) 123-4568

e-Mail

Software Product Name: MY Software

Current Release: 6.1

Current Release - Release Date: 1-Oct-01

Year of First Product Release: 1990

Approximate Release Frequency: Annual

Current Supplier to ABC: Yes / No

Billables 2 Years Ago (If Current Supplier) $XXX,XXX,XXX

Billables Last Year (If Current Supplier) $XXX,XXX,XXX

Currently Under Investigation by Govt: Yes / No

Currently in Litigation: Yes / No

Any Conflict of Interest on this Project: Yes / No

[email protected]

mailto:[email protected]

A3

This field contains the name of your company as it will appear on contracts.

A5

This field contains the mailing address of your company as it will appear on contracts.

A9

This field contains the year in which your organization was founded.

A11

This field contains the name of the authorized contact at your company.

A12

This field contains the phone number for the primary contact for your organization.

A13

This field contains the FAX number for the primary contactfor your organization.

A14

This field contains the e-mail address for the primary contact for your organization.

A16

This field contains the official name for your software.

A17

This field contains the official version number for your current software release.

A18

This field contains the date on which the current release of your software was released.

A19

This field contains the year during which the first release of your software was available.

A20

This field contains the approximate release frequency of your software (e.g., 2 times per year, once per year, etc.).

A22

This field contains a 'YES' if you are a current supplier to our organization or a 'NO' otherwise.

A23

If you are currently a supplier to our organization, this field asks for the total revenue you billed our organization 2 years ago.

A24

If you are currently a supplier to our organization, this field asks for the total revenue you billed our organization last year.

A26

This field contains a 'YES' if you are currently being investigated or audited by any branch of the local, state or federal government or a 'NO' otherwise.

A28

This field contains a 'YES' if you are currently in litigation with any other entity of any kind or a 'NO' otherwise.

A30

This field contains a 'YES' if there is any possible conflict of interest on your part regarding this contract or a 'NO' otherwise.


document.xls - Section 7.1.hwww.tgiltd.com

Financial Information

2002 2003

Revenue from New Software Sales ($)

Revenue from Maintenance Sales ($)

Revenue from Service Sales (S)

Subtotal $0.00 $0.00

Expenses for Sales Activities ($)

Expenses for Product Development ($)

Expenses for Maintenance ($)

Other Expenses ($)

Subtotal $0.00 $0.00

Net Profit or Loss $0.00 $0.00

Note:

Publically held companies are to provide audited financial statements for the past 2 years, including annual reports, 10-K, etc.

Privately held companies are to fill-in the above form with either actual dollars or percentage values. Subtotal must equal 100%.

A4

This field contains the annual revenue your organization generated from new software sales, or the percentage of total revenue associated with new software sales.

A5

This field contains the annual revenue your organization generated from maintenance contracts, or the percentage of total revenue associated with maintenance contracts.

A6

This field contains the annual revenue your organization generated from sales of services, or the percentage of total revenue associated with the sale of services.

A9

This field contains the annual cost (or % of total sales) incurred by your organization associated with sales and marketing related activities.

A10

This field contains the annual cost (or % of total sales) incurred by your organization associated with product development related activities.

A11

This field contains the annual cost (or % of total sales) incurred by your organization associated with maintenance related activities.


document.xls - Section 7.1.iwww.tgiltd.com

Organizational Chart

Supplier Name

Exceutive Bio:

Exceutive Bio:

Exceutive Bio:

Exceutive Bio:

Executive Name & Title/Position





document.xls - Section 7.1.jwww.tgiltd.com

Project Comparisons

This Project Comparison One Comparison Two Comparison Three

Industry

Company Annual Sales ($)

Total Number of Users

Number of Concurrent Users

Number of Facilities

Order Line Items / Month

Shipment Line Items / Month

Number of Customers

Number of Products

Number of Vendors

Implementation Time (Months)

Server Environment

Database Used

Client Environment

Warehouse Management

Implementation / Software

A4

Use this field to indicate what industry this company is in (e.g., Food Processing, etc.).

A5

This field contains the total annual sales volume of the organization (in $).

A6

This field contains the TOTAL number of named users using the system.

A7

This field contains the total number of concurrent users typically using the system at any one time.

A8

This field contains the total number of fdacilities (manufacturing plus distribution) that the organization operates

A9

This field contains the total number of order line items received from customers from all sources (e.g., phone, fax, EDI, web, etc.) per month.

A10

This field contains the total number of shipment line items shipped to customers per month. Generally, this will be roughly equal to the number of order line items.

A11

This field contains the total number of customers served by the organization.

A12

This field contains the total number of products in the product master file of the organization.

A13

This field contains the total number of vendors listed in the organizations vendor master file.

A14

This field contains the total amount of time that lapsed (in months) between the signing of the contract and the date on which the organization went live on your software.

A15

This field contains the database server environment used by the organization (e.g., UNIX, Windows, Linux, OS/400, etc.).

A16

This field contains the name of the database product used by the organization (e.g., SQL Server, Oracle, DB/2, etc.).

A17

This field contains the client environment used by the organization (e.g., Thin Client, Thick Client, dumb terminal, etc.).

A18

This field should be a 'YES' if the organization uses warehouse management software as part of its business operations. You should only answer 'YES' to this question if the company uses RF / Bar Code devices for inventory picking, putaway, moves and physical / cycle counting.

A19

This field contains the ratio of the total cost incurred by the organization for implementation services to the total cost for software incurred by the organization. For example, if the cost for implementation was $100,000 and the cost of software was $50,000, then this ratio would be 2.0. This number will be verified as part of the due diligence process.


document.xls - Section 7.2www.tgiltd.com

Customer References

Reference One Reference Two Reference Three

Company Name

Address

City

State

Zip

Web Site URL

Contact Name

Contact Title

Contact Phone

Contact e-mail

Line of Business

Date of Go Live

Go Live Type

Current Software Version

Subscribe to Annual Maintenance

Duration of Implementation (Months)

Total Number of Users

Number of Concurrent Users

Utilize Warehouse Management

Number of RF Users

Number of Locations

DB Server Environment

Client Environment

Database Utilized

Implementation / Software Ratio

A4

This field contains the name of the organization.

A5

This field contains the address at which the organization can be contacted.

A6

This field contains the name of the city in which the organization is located.

A7

This field contains the state in which the organization is located.

A8

This field contains the zip code associated with the location of the organization.

A9

This field contains the URL for the web site maintained by the organization.

A10

This field contains the name of the contact at the organization who has knowledge regarding the products and / or services provided by your organization.

A11

This field contains the title of the contact.

A12

This field contains the contact phone number.

A13

This field contains the contact e-mail address.

A14

This field contains a description of the line of business the organization is in (e.g., Food Processing).

A15

This field contains the date on which the organization first went live with your software.

A16

In this field, you should indicate whether the organization went live with all modules at one time and at all locations, or whether they did only certain modules first or only certain locations but all modules.

A17

This field contains the current version of your software that the organization is using.

A18

This field should be a 'YES' if this customer currently subscribes to annual maintenance or 'NO' otherwise.

A19

This field contains the total number of months that elapsed between contract signing and the date on which the organization first went live on your software.

A20

This field contains the total number of NAMED users within the organization.

A21

This field contains the number of users who are typically on the system at any one time.

A22

This field should be a 'YES' if the organization uses warehouse management software as part of its business operations. You should only answer 'YES' to this question if the company uses RF / Bar Code devices for inventory picking, putaway, moves and physical / cycle counting.

A23

This field contains the number of RF users typically on the system at any one time.

A24

This field contains the total number of locations the organization has which utilize your softwre. This would include manufacturing, distribution and sales facilities.

A25

This field contains the database server environment used by the organization (e.g., UNIX, Windows, Linux, OS/400, etc.).

A26

This field contains the client environment used by the organization (e.g., Thin Client, Thick Client, dumb terminal, etc.).

A27

This field contains the name of the database product used by the organization (e.g., SQL Server, Oracle, DB/2, etc.).

A28

This field contains the ratio of the total cost incurred by the organization for implementation services to the total cost for software incurred by the organization. For example, if the cost for implementation was $100,000 and the cost of software was $50,000, then this ratio would be 2.0. This number will be verified as part of the due diligence process.



Pricing Structure

Pricing Structure - Concurrent Users

Software Pricing Year 1 Year 2 Year 3 Year 4 Year 5 Total Application Software $0 Database Software $0 Report Writer $0 EDI Software $0 Business Intelligence Software $0 Other Software $0Total $0 $0 $0 $0 $0 $0

Software Maintenance Year 1 Year 2 Year 3 Year 4 Year 5 Total Application Software $0 Database Software $0 Report Writer $0 EDI Software $0 Business Intelligence Software $0 Other Software $0Total $0 $0 $0 $0 $0 $0

Total Annual Cost for Software $0 $0 $0 $0 $0 $0

Future Cost per Additional User

Pricing Structure - Unlimited Users

Software Pricing Year One Year Two Year Three Year Four Year Five Total Application Software $0 Database Software $0 Report Writer $0 EDI Software $0 Business Intelligence Software $0 Other Software $0Subtotal $0 $0 $0 $0 $0 $0

A6

This is the price to be paid for your software by year (not maintenance)

A7

This is the price to be paid by year for the database software (not maintenance).

A8

This is the price to be paid by year for any report writer software (not maintenance).

A9

This is the price to be paid by year for any EDI software component (not maintenance).

A10

This is the price to be paid by year for any busines intelligence software componen (not maintenance)..

A11

This is the price to be paid by year for any other software components (not maintenance).

A15

This is the price to be paid for annual maintenance on your software by year.

A16

This is the price to be paid by year for maintenance on the database software.

A17

This is the price to be paid by year for maintenance on any report writer software.

A18

This is the price to be paid by year for any maintenance on an EDI software component.

A19

This is the price to be paid by year for maintenance on any busines intelligence software component.

A20

This is the price to be paid by year for maintenance on any other software components.

A30

This is the price to be paid for your software by year (not maintenance)

A31

This is the price to be paid by year for the database software (not maintenance).

A32

This is the price to be paid by year for any report writer software (not maintenance).

A33

This is the price to be paid by year for any EDI software component (not maintenance).

A34

This is the price to be paid by year for any busines intelligence software componen (not maintenance)..

A35

This is the price to be paid by year for any other software components (not maintenance).



Software Maintenance Year One Year Two Year Three Year Four Year Five Total Application Software $0 Database Software $0 Report Writer $0 EDI Software $0 Business Intelligence Software $0 Other Software $0Subtotal $0 $0 $0 $0 $0 $0

Total Annual Cost for Software $0 $0 $0 $0 $0 $0

Service PricingImplementation Costs Estimated Hours Rate per Hour Estimated Cost Software Installation $0 Database Installation $0 Other SW Installation $0 Training $0 Project Management $0 Software Configuration $0 Consulting Services $0 Data Conversion $0 Travel & Expenses $0

$0

Note: This information should be consistent with that provided in Section 7.4

A39

This is the price to be paid for annual maintenance on your software by year.

A40

This is the price to be paid by year for maintenance on the database software.

A41

This is the price to be paid by year for maintenance on any report writer software.

A42

This is the price to be paid by year for any maintenance on an EDI software component.

A43

This is the price to be paid by year for maintenance on any busines intelligence software component.

A44

This is the price to be paid by year for maintenance on any other software components.


document.xls - Section 7.3.3www.tgiltd.com

Hardware Pricing for Common Configuration

Application Servers Quantity Unit Price Extended Price

DELL 1850 U1 4

Dual 3.5 GHz Processors

40 GB SCSI RAID 5

4 GB RAM

Gigabit Network

Subtotal $0

Quantity Unit Price Extended Price

Database Server

Sun Microsystems 1

180 GB SCSI

10 GB RAM

Subtotal $0

Infrastructure Quantity Unit Price Extended Price

Cisco XXX Router 5

VPN Configuration

Subtotal $0

Grand Total $0

A4

This field contains a detailed description of the application servers to be used in defining the cost for this common hardware configuration.

B4

This field contains the quantity required of the given item.

C4

This field contains the per unit price for the given item.

D4

This field contains the total extended price (quantity X Unit Price) for the listed item.

B12


C12


D12


A13

This field contains the detailed description of the common hardware configuration database server hardware.

A19

This field contains the detailed description of the hardware and other requirements for the infrastructure component of the common hardware proposal.

B19


C19


D19




Implementation Methodology and Resource Requirements

TotalInstallation (Hardware, Software, etc.)

Vendor Resources 0ABC Resources 0

Initial Software TrainingVendor Resources 0ABC Resources 0

Process DefinitionVendor Resources 0ABC Resources 0

GAP AnalysisVendor Resources 0ABC Resources 0

GAP ResolutionVendor Resources 0ABC Resources 0

Data ConversionVendor Resources 0ABC Resources 0

Define / Execute Detailed Test PlanVendor Resources 0ABC Resources 0

Mock Go-LiveVendor Resources 0ABC Resources 0

End User Software TrainingVendor Resources 0ABC Resources 0

Project ManagementVendor Resources 0ABC Resources 0

Technology TransferVendor Resources 0ABC Resources 0

MiscellaneousABC Resources 0

Note: Please fill-in the number of man-days estimated to be spent on each general task within each monthly bucket.

Month One

Month Two

Month Three

Month Four

Month Five

Month Six

Month Seven

Month Eight

Month Nine

Month Ten

Month Eleven

Month Twelve

B4

This field represents the number of man-hours expected to be consumed for various installation tasks for both vendor and our company resources by month.

B7

This field represents the number of man-hours expected to be consumed for various in initial training tasks for both vendor and our company resources by month.

B10

This field represents the number of man-hours expected to be consumed for various in process definition tasks for both vendor and our company resources by month.

B13

This field represents the number of man-hours expected to be consumed for various gap analysis tasks for both vendor and our company resources by month.

B16

This field represents the number of man-hours expected to be consumed for various gap resolution tasks for both vendor and our company resources by month.

B19

This field represents the number of man-hours expected to be consumed for various data conversion tasks for both vendor and our company resources by month.

B22

This field represents the number of man-hours expected to be consumed for various test plan tasks for both vendor and our company resources by month.

B25

This field represents the number of man-hours expected to be consumed for various mock go-live tasks for both vendor and our company resources by month.

B28

This field represents the number of man-hours expected to be consumed for various end user training tasks for both vendor and our company resources by month.

B31

This field represents the number of man-hours expected to be consumed for various project management tasks for both vendor and our company resources by month.

B34

This field represents the number of man-hours expected to be consumed for various technology transfer tasks for both vendor and our company resources by month.

B37

This field represents the number of man-hours expected to be consumed for various other tasks for our company resources by month.



Technology

Supported Technologies

Application Development Environment

Supported Databases

Network Environments Supported

Application Configurations Supported

Database Server Operating System Supported

Client or End User Operating System Supported

A4

Use this field to define what language(s) your application is written in and what operating system the developers would use to program (e.g., Windows)

A5

Use this area to define the databases your system is capable of operating with. Examples would include Oracle, SQL Server, DB/2 etc..

A6

Use this area to define the various operating system environments which are supported by your application. Examples would include Windows, Unix, Linux, OS/400, etc..

A7

Use this area to define the various operating systems that a client or end-user can utilize with your application. Examples include Windows, Linux, OS/400, Unix, etc..

A8

Use this area to define the different Network Environments your application can utilize. Examples include WINXX, Novell, etc..

A9

Use this field to identify the various options which your software supports for how the application would be configured. Examples include thin client, thick client, WAN, etc..



Invoicing Related Activities

Software Payment Rate Terms

Down Payment

Second Installment

Third Installment

Fourth Installment

Subtotal $0

Software Acceptance Period (Days)

Hardware Payment Rate Terms

Down Payment

Second Installment

Third Installment

Fourth Installment

Subtotal $0

Implementation Services Invoicing Frequency

Implementation Services Payment Terms

Implementation Services Billing Rates Rate per Hour Terms

Training

Project Management

Programming

Application Configuration

Business Consulting

Report Writing

A5

This field contains the value of the initial software downpayment and the associated terms (e.g., due at signing, etc.)..

A6

This field contains the amount to be paid for the second payment on the software and the associated terms (e.g., Net 30 after signing).

A7

This field contains the amount to be paid for the third payment on the software and the associated terms (e.g., Net 60 after signing).

A8

This field contains the amount to be paid for the fourth payment on the software and the associated terms (e.g., Net 900 after signing).

A10

This field contains the number of days following software installation that our organization will have to evaluate the software and determine if it performs as you define in your detailed functional requirements checklist and demonstrations. A minimum of 30 days is acceptable.

A12

This field contains the value of the initial hardware downpayment and the associated terms (e.g., due at signing, etc.)..

A13

This field contains the amount to be paid for the second payment on the hardware and the associated terms (e.g., Net 30 after signing).

A14

This field contains the amount to be paid for the third payment on the hardware and the associated terms (e.g., Net 60 after signing).

A15

This field contains the amount to be paid for the fourth payment on the hardware and the associated terms (e.g., Net 900 after signing).

A17

This field contains the expected invoicing frequency for services invoices (e.g., weekly, monthly, etc.).

A18

This field contains the expected payment terms for services invoices (e.g., Net 45, Net 60, etc.).

A19

These fields contains the services billing rates (in $ / hr or $ / day) for each of the categories listed.


document.xls - About TGIwww.tgiltd.com

About Technology Group International

TGI’s Enterprise Series is a fully integrated suite of products consisting of:

Find out more by visiting our website at www.tgiltd.com or by calling us at (800) 837-0028 or (419) 841-0295.

Our ERP software package is different. Enterprise 21 is an ERP software package specifically designed for small to mid-market manufacturers and distributors. It is a fully integrated, functionally rich ERP system that provides a complete solution set for the entire organization. With TGI, it’s all in there.

Technology Group International customers range from small businesses with annual revenues of $5 million and 5 users, to large multi-national enterprises with annual revenues in the $1 billion range and more than 700 users that are comprised of multiple legal entities and locations. Although TGI’s primary business focus is the small to medium size business market (SMB), TGI does offer a special program tailored to meet the needs of small businesses with less than ten concurrent users.

Enterprise 21: A complete ERP system that encompasses all aspects of manufacturing, distribution, customer relationship management, and accounting.

Enterprise WMS: A full-featured warehouse management system.

Enterprise DSS: A complete decision support and executive information system.

eCom21: E-commerce software enabling both B2B and B2C interaction.


document.xls - About TGIwww.tgiltd.com

Request for Proposal - Vendor Response Template

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